Jowi Morales is a tech enthusiast with years of experience working in the industry. He\u2019s been writing with several tech publications since 2021, where he\u2019s been interested in tech hardware and consumer electronics. ","collapsible":{"enabled":true,"maxHeight":250,"readMoreText":"Read more","readLessText":"Read less"}}), "https://slice.vanilla.futurecdn.net/13-4-23/js/authorBio.js"); } else { console.error('%c FTE ','background: #9306F9; color: #ffffff','no lazy slice hydration function available'); } Jowi Morales Social Links Navigation Contributing Writer Jowi Morales is a tech enthusiast with years of experience working in the industry. He’s been writing with several tech publications since 2021, where he’s been interested in tech hardware and consumer electronics.
Gururu Size and profit aside, is Intel ahead of TSMC on the 18A,14A node, and packaging fronts? Reply
usertests Gururu said: Size and profit aside, is Intel ahead of TSMC on the 18A,14A node, and packaging fronts? I think they are using high-NA EUV before TSMC, and the packaging is well-regarded. It doesn't matter if what they want is extra capacity for budget chips: It’s currently unclear which chips the U.S. semiconductor company will be making for the largest consumer electronics firm in the world The kek says it's A21, an unannounced and unreleased chip for Macbook Neo, and presumably iPhone/iPad. Apple Taps Intel To Make Its Next-Gen Macbook Neo Chips, A21, The Competitor To x86 PCs Reply
JamesJones44 usertests said: The kek says it's A21, an unannounced and unreleased chip for Macbook Neo, and presumably iPhone/iPad. The Neo and older nodes for the A series would seem to make the most sense, at least to start. If Apple really is going to use Intel for the A21 then that could be a massive win for Intel because that would be a leading edge SoC for next years iPhone lineup. Reply
JRStern Gururu said: Size and profit aside, is Intel ahead of TSMC on the 18A,14A node, and packaging fronts? "Ahead", what does that mean? Reply
vossile What I find disastrous is that it's being made to look as if Lip-Bu managed to "make everything better" after Pat left. At the same time everybody is always saying how it takes 3-5 years to get fabs up and running. 2026-2024 doesn't make that span of time, so this is in effect all Pat's harvest being raked in. Reply
usertests vossile said: What I find disastrous is that it's being made to look as if Lip-Bu managed to "make everything better" after Pat left. At the same time everybody is always saying how it takes 3-5 years to get fabs up and running. 2026-2024 doesn't make that span of time, so this is in effect all Pat's harvest being raked in. I'm sure Pat has enough Benjamins to wipe the tears away. Reply
vossile usertests said: I'm sure Pat has enough Benjamins to wipe the tears away. Undoubtedly! I'm probably complaining more about stock driven leadership decisions – and I really liked the x386 and x486 CPUs. Reply
samopa JRStern said: "Ahead", what does that mean? For me, ahead means which company can produce a profitable yield using 18A and 14A technology first, so they can reach the market faster, "ahead" of others. Reply
TerryLaze samopa said: For me, ahead means which company can produce a profitable yield using 18A and 14A technology first, so they can reach the market faster, "ahead" of others. And that matters how?!? TSMC is already booked solid, including future nodes… All intel needs to do is to be in the same general ballpark. And honestly even if they aren't, it's still more profitable to make and sell product than to wait for years without selling as much as you could. Reply
Gururu samopa said: For me, ahead means which company can produce a profitable yield using 18A and 14A technology first, so they can reach the market faster, "ahead" of others. I suppose I was leaning more towards in-house R&D success getting the technology in a place to meet market needs. It's been unclear to me which company is further ahead, for example, towards releasing a 14A product. I still don't know if AMD already has a 18A or equivalent product in consumer hands already. If they do, it would be nice to see some articles comparing the design and engineering with actual performance. Reply
Key considerations
- Investor positioning can change fast
- Volatility remains possible near catalysts
- Macro rates and liquidity can dominate flows
Reference reading
- https://www.tomshardware.com/tech-industry/semiconductors/SPONSORED_LINK_URL
- https://www.tomshardware.com/tech-industry/semiconductors/apple-reportedly-strikes-deal-for-intel-to-make-some-of-its-chips-two-tech-giants-reached-a-preliminary-agreement-for-intel-to-make-processors-for-cupertino#main
- https://www.tomshardware.com/subscription
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Informational only. No financial advice. Do your own research.